Summit Financial Strategies, Inc. Upstart Holdings, Inc. Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 10,399 shares of UPST stock, worth $816,425. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,399
Previous 9,176
13.33%
Holding current value
$816,425
Previous $216,000
92.59%
% of portfolio
0.05%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding UPST
# of Institutions
421Shares Held
49.9MCall Options Held
10.6MPut Options Held
11.7M-
Vanguard Group Inc Valley Forge, PA7.42MShares$583 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$445 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.31MShares$182 Million0.09% of portfolio
-
State Street Corp Boston, MA2.27MShares$178 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.91MShares$150 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $6.39B
- Description
- Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.